Transaction Services and M&A Advisory For Middle Market Clients​

Investment Banking Services Focused on

Middle Market Clients

We are Trusted Advisors. Entrepreneurs, families, and investors engage our firm to successfully transition ownership of their companies. We also assist them in raising capital. We work closely with estate planning attorneys, wealth advisors, tax professionals and other members of a business owner’s advisory team to ensure the transaction accomplishes the family’s personal and professional objectives. We succeed because of a powerful combination of experience, expertise, and customized approach.

We manage and execute confidential, targeted sale processes drawing upon our extensive network and knowledge of strategic acquirers, private equity groups, and family offices. Our role involves helping clients prepare for the sale, educating them on decisions to be made, and navigating any uncertainties that may arise. This includes preparing company marketing materials, identifying potential buyers, soliciting proposals, managing due diligence and deal documentation, coordinating advisory teams, negotiating terms and conditions of the final purchase agreement, and ultimately closing the transaction.

If you choose to work with us, you will have our full attention and commitment. We will have your back throughout the entire process and we will treat your business as if it is our own.


Rob and A.J.’s team did an extraordinary job in broadly marketing our deal and negotiating a successful transaction on a very aggressive timeline. Leaving no stone left unturned, the team was able to find the right partner to provide a strong platform to expand our position in the distributed energy industry. Over a several year period and two transactions, the team’s M&A and capital raising advisory assistance was crucial for the evolution of our company.

Tom Chadwick, CEO, Endurant Energy
 (formerly known as GI Energy)

For several years leading up to our sale, A.J. and Rob’s team kept us current on transaction activity in our space. With a strong M&A market and our unique positioning in our industry, the team was prepared to execute a sale process that targeted both strategic and financial buyers in order to provide us options going forward. Ultimately, we closed a transaction with a strong strategic partner

Dave Thomson, CEO, American Contract Systems, Inc.

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Why work with

Private Capital Transaction Advisors

Is it the Right Time to Speak with Private Capital Transaction Advisors?

Are you considering selling or raising capital in the next 3-5 years?

Do you have a formal plan for the transition of your business?

Are you curious about what your company might be worth?

Are you concerned about future uncertainty and its effects on your business?